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市場調查報告書

全球鐵礦石

Global Iron Ore Metals Report Q4 2017

出版商 BMI Research 商品編碼 354009
出版日期 內容資訊 英文 82 Pages
商品交期: 最快1-2個工作天內
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全球鐵礦石 Global Iron Ore Metals Report Q4 2017
出版日期: 2017年09月27日 內容資訊: 英文 82 Pages
簡介

本報告提供全球鐵礦石調查分析,今後5年的預測焦點,價格預測,供給、需求、貿易,競爭情形,企業簡介等系統性資訊。

BMI的產業分析

  • BMI的見解

價格預測

  • 全球鐵礦石:從2017年後半開始下降趨勢

全球供給、需求、貿易趨勢

  • 全球鐵礦石:持續穩定供給

礦山供給:鐵礦石

  • 全球鐵礦石:巴西和印度促進成長

競爭情形

  • 主要企業的市場佔有率擴大

企業簡介

附錄

調查方法

  • 最後覆核

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目錄
Product Code: 2397-5156

BMI View:We have increased our iron ore price forecast to an average of USD70/tonne in 2017 compared to USD65/tonne previously as Chinese imports of the ore remain strong due to steady steel production. Long-term infrastructure projects initiated during H216-Q117 will ensure prices of iron ore remain elevated in Q317, with cooling of demand and hence prices to kick in after the 19th National Party Congress in Q417 that will refocus growth away from heavy industries to services.

Latest Developments & Structural Trends

Price Forecast:

We have revised upwards our iron ore forecast to an average of USD70/tonne in 2017 from our previous forecast of USD65/tonne, but maintain our downbeat iron ore forecasts for 2018-2021. China's steel demand will be supported over the remainder of 2017 by the long-term infrastructure projects initiated in 2016 and Q117. The country's real GDP grew by 6.9% y-o-y in H117, and our Country Risk team has upgraded our 2017 and 2018 real GDP forecasts to 6.6% and 6.3% from 6.3% and 5.8%, respectively (see our Country Risk analysis 'Economy To Lose Steam Despite Strong H117 Figure', July 17). In other words, growth will still slow over the coming quarters, and the waning of domestic steel demand in 2018 will eventually lead to an oversupply of steel on the global market, pushing prices downwards.

Table of Contents

BMI Industry View

  • BMI View
    • Table: Global - Iron Ore Production Forecasts

Price Forecast

  • Global - Iron Ore: Upward Revision On Strong Chinese Imports
    • Table: BMI Iron Ore Price Forecast
    • Table: Iron Ore Price Forecasts (2014-2021)

Global Trends In Supply, Demand & Trade

  • Iron Ore: Market To Remain Well Supplied
    • Table: Global - Iron Ore Production Forecasts
    • Table: Select Countries - Crude Steel Consumption Forecasts

Mine Supply: Iron Ore

  • Global - Iron Ore: Growth At A Standstill
    • Table: Select Countries - Major New Iron Ore Projects

Competitive Landscape

  • Major Players To Increase Market Share
    • Table: Largest Listed Iron Ore Producers By Market Capitalisation

Company Profile

  • Global Company Strategy - Anglo American
    • Table: Select Commodities - Price Forecasts
    • Table: Anglo American - Key Projects
    • Table: Anglo American - Financial Data
  • Global Company Strategy - BHP Billiton
    • Table: Select Commodities - Price Forecasts
  • Latest Results
    • Table: BHP Billiton - Key Financial Data
  • Global Company Strategy - Rio Tinto
    • Table: Select Commodities - Price Forecasts
  • Company Analysis
    • Table: Rio Tinto - Key Financial Data
  • Fortescue Metals - Q4 2017
    • Table: Fortescue Metals Group - Key Financial Data
  • Global Company Strategy - Vale
  • Company Overview
  • Company Strategy
    • Table: Selected Iron Ore Producers - Key Financial Data
    • Table: Vale - Key Financial Data

Appendix

  • Table: Global - Iron Ore Production Forecasts
  • Table: Select Countries - Crude Steel Production Forecasts (2015-2021)
  • Table: Select Countries - Crude Steel Consumption Forecasts

Methodology

  • Cross Checks
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